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Duke Energy

1,828 hedge funds and large institutions have $51.7B invested in Duke Energy in 2022 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 774 increasing their positions, 596 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,828
Holders Change
+80
Holders Change %
+4.58%
% of All Funds
29.49%
Holding in Top 10
24
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+50%
% of All Funds
0.39%
New
208
Increased
774
Reduced
596
Closed
91
Calls
$712M
Puts
$421M
Net Calls
+$291M
Net Calls Change
+$179M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
1026
Patriot Financial Group Insurance Agency
Massachusetts
$638K +$47.3K +459 +8%
DWT
1027
Dorsey & Whitney Trust
South Dakota
$637K -$22.3K -217 -3%
CF
1028
Centaurus Financial
California
$636K +$14.7K +143 +2%
CFCI
1029
Comprehensive Financial Consultants Institutional
Indiana
$636K +$9.14K +87 +1%
AWA
1030
Arkadios Wealth Advisors
Georgia
$635K +$35.2K +342 +6%
WFI
1031
West Family Investments
California
$634K +$39.1K +380 +7%
BHC
1032
Bowen Hanes & Co
Florida
$634K -$16K -155 -2%
MA
1033
MJP Associates
Connecticut
$632K +$60.2K +584 +11%
BP
1034
Ballentine Partners
Massachusetts
$631K +$219K +2,122 +53%
CCWM
1035
Cassaday & Co Wealth Management
Virginia
$626K +$626K +6,076 New
AFP
1036
Ausdal Financial Partners
Iowa
$625K +$66.2K +643 +12%
CRI
1037
Colonial River Investments
Virginia
$625K -$15.2K -148 -2%
ST
1038
Spinnaker Trust
Maine
$625K
CAM
1039
Cresset Asset Management
Illinois
$624K -$73.8K -1,284 -11%
TW
1040
Transform Wealth
Colorado
$624K +$115K +1,120 +23%
FAM
1041
Formidable Asset Management
Ohio
$622K +$721 +7 +0.1%
FHB
1042
First Hawaiian Bank
Hawaii
$620K +$96.6K +938 +18%
GAM
1043
Gotham Asset Management
New York
$618K +$316K +3,065 +104%
SACTSONJ
1044
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$618K
DAM
1045
Doheny Asset Management
California
$616K -$206K -2,000 -25%
LIA
1046
LBMC Investment Advisors
Tennessee
$613K +$2.16K +21 +0.4%
BFS
1047
Bard Financial Services
Connecticut
$612K +$41.7K +405 +7%
XF
1048
XML Financial
Maryland
$612K +$1.55K +15 +0.3%
CCP
1049
Cassia Capital Partners
North Carolina
$611K +$611K +5,935 New
PEA
1050
Park Edge Advisors
Ohio
$611K +$611K +5,931 New